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Schwab US TIPS ETF

659 hedge funds and large institutions have $9.9B invested in Schwab US TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
301
Exchange Traded Concepts
Oklahoma
$1.33M
CC
302
Commons Capital
Massachusetts
$1.33M
AWM
303
AE Wealth Management
Kansas
$1.33M
Northern Trust
304
Northern Trust
Illinois
$1.32M
FHC
305
First Heartland Consultants
Missouri
$1.27M
AWM
306
Austin Wealth Management
Texas
$1.25M
CFA
307
Cahill Financial Advisors
Minnesota
$1.25M
USCWA
308
U.S. Capital Wealth Advisors
Texas
$1.24M
FCA
309
Fortis Capital Advisors
Kansas
$1.23M
FCIM
310
Fairview Capital Investment Management
California
$1.22M
SP
311
SWS Partners
Ohio
$1.2M
CFD
312
Creative Financial Designs
Indiana
$1.19M
LWM
313
LongView Wealth Management
Georgia
$1.19M
WFA
314
Websterrogers Financial Advisors
South Carolina
$1.18M
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$1.18M
CA
316
Clune & Associates
Illinois
$1.16M
MWM
317
Maridea Wealth Management
New York
$1.15M
AFA
318
American Financial Advisors
Georgia
$1.14M
Betterment LLC
319
Betterment LLC
New York
$1.13M
DPIM
320
Duff & Phelps Investment Management
Illinois
$1.13M
PHIC
321
Pine Haven Investment Counsel
Massachusetts
$1.13M
HWM
322
Horizons Wealth Management
North Carolina
$1.12M
LFP
323
Leeward Financial Partners
Washington
$1.12M
EP
324
Edgestream Partners
New Jersey
$1.11M
CNBTD
325
Citizens National Bank Trust Department
Mississippi
$1.08M